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Introducing
Nigel B. Taylor:
Nigel
Taylor is a CFP® Certificant specializing in domestic and international
business, retirement, estate and asset protection planning services
to a wide variety of clients and businesses. The mission of Taylor
& Associates is to ensure that clients achieve their planning
objectives and to assist them in protecting and preserving their
estates as a lasting legacy for future generations. Mr. Taylor provides
a very personalized service, coordinating with other qualified professionals
such as attorneys and accountants to serve the client's best interests.
Mr.
Taylor accepts all methods of compensation (Fee and fee based services)
depending on the client's unique situation and the type of advice
given with the method of compensation to be agreed upon in advance
and incorporated into the written client agreement. All compensation
received is fully disclosed. Mr. Taylor began offering comprehensive
planning services in 1985 and graduated from the College of Financial
Planning, Denver, CO in June 1993. He is fluent in English of course,
as well as German & Swedish. He was a member of the Institute
of Certified Financial Planners from 1992 until the merger of the
ICFP with the IAFP in 1999. He served as the Chairman of the Financial
Planning Association, Los Angeles Chapter in 2000, a nonprofit professional
membership organization and the first fully electronic FPA chapter
in America.
On
November 14, 1999 under Mr. Taylor's presidency, the Los Angeles
Society of the Institute of Certified Financial Planners was awarded
the David M. King Award as "Outstanding Society of the Year". The
David M. King national awards program, introduced in 1995, honors
the memory of David M. King, the only two term President of the
Institute of Certified Financial Planners who died in 1991. The
award for Society of the Year is awarded to local ICFP societies
for outstanding achievement in six categories, namely: Administration
& Leadership, Membership, Education,Public Relations, Technology
and Government Relations.
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Memberships
and Associations:
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Director,
Board of Review, 50 Best Research Group, Florida. Publishers of the
Reference Guide and Publication "50 Best Financial Planners In America"
(And why you should use them) 1999 - Present
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Chairman,
Financial Planning Association, Los Angeles Chapter, 2000
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President
& Webmaster, Los Angeles Society, Institute of Certified Financial
Planners, 1999
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Member,
Institute of Certified Financial Planners 1992 - 2000
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Member,
Financial Planning Association (FPA) 2000 - 2002(The FPA was formed
through merger of the ICFP & IAFP)
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Member,
Editorial Review Board, National Journal of Financial Planning 1995
- 2001
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Member,
Board of Directors, Los Angeles Society, Institute of Certified Financial
Planners 1996 - 2001
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Associate
Member, Santa Monica Bar Association (Probate & Estate Planning
section)
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Member,
American Association of Individual Investors, 1990 - Present
Qualifications:
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Certified
Financial Planner Certificant (Board ID Nr. 048832)
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Life
& Variable Agent, California Only. ( California Dept. of Insurance
license number 0716446 )
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FINRA
Series 6, Investment Companies and Variable Contracts Representative
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FINRA
Series 7, General Securities Representative
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FINRA
Series 24, General Securities Principal.
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Securities
offered through Nigel Brian Taylor, CFP® as a Registered Representative
of Royal Alliance Associates, Inc. a registered Broker-dealer, Member
FINRA / SIPC.
- Taylor
& Associates is a CA Registered Investment Adviser
Honors
& Published Articles:
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Operations
Manager, LAS-ICFP Financial Planning Expo 1996, Los Angeles
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Honorable
mention, 1996-97 Silver anniversary edition & 1998 edition of
"Who's Who in the West"
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Honorable
mention, 1997 14th., 15th. & 16th. editions of "Who's Who in the
World"
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Honorable
mention, 30th. & 31st. Editions of "Who's Who in Finance &
Industry"
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Honorable
mention, 52nd. & 53rd. & Millennium editions of "Who's Who
in America"
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Author,
"Domestic & International Estate and Asset Protection Planning
for the Resident Alien Parts 1 & 2" April and June 1996, National
Journal of Financial Planning
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Author
"Choosing a competent Financial Planner" April 1997, Amicus Curiae
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Contributor,
"Mass-Customizing Client Service Through High-tech, High-Touch Communication"
Written by Ed McCarthy, CFP June, 1997, National Journal of Financial
Planning
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Author,
"Practice Standards & Rules of Professional Conduct for CFP Licensees
and Financial Planning Practitioners" October 1997, IAFP's "Financial
Planning" Magazine
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Contributor,
"Protect Your Assets" Written by Richard Boothe, Spring 1998, Senior
Saver.
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Contributor,
"Dual Citizenship Issues" Written by Donna McKenna, January 1999,
Ticker Magazine.
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Contributor,
"Financial Planning and the Internet" Written by Richard Bierck, January
1999. Bloomberg Wealth Manager
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Numerous
Quotes throughout 1999 in magazines and newspapers such as Ticker,
Financial Planning, Dow Jones Investment Advisor, Registered Representative,
The Los Angeles Times, L.A. Business Journal etc.
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During
My Presidency, the Los Angeles Society of the ICFP was awarded the
national honor of "1999 David M. King Outstanding Society of the Year"
For its contribution to the Profession of Financial Planning
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Contributor,
International Aspects Of Estate Planning "Los Angeles Times, Money
Makeover Section" January 25, 2000
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Biography
and Feature Article Regarding my Practice, "Financial Planning", February
2000.
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Contributor,
"Financial Planning: Born in the USA" written by Jason Spits. Money
Management Magazine, Australia. (August 3, 2000)
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Author,
"Opinion paper on the Proposed Changes to the CFP Board Code of Ethics"
Financial Advisor Magazine (September 2000)
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Contributor,
"Use Caution Seeking shelter Offshore" written by Ed Rabinowitz. Physician's
Money Digest (September 15, 2000)
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Contributor,
"Fiestas: cómo sobrevivir financieramente" written by Yolanda
Arenales, Editora Asistente de Negocios, La Opinión Domingo,
12 de Noviembre de 2000.
- Contributor,
Talking Turkey Before Tying the Knot, an article regarding pre-marital
financial planning published in the Los Angeles Business Journal, August
29, 2002
- Contributor,
Wall Street Journal Article on Laddering Bond Portfolios from October
3, 2002

Nigel
B. Taylor, CFP¨ is a Registered Representative of and offers securities
products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC,
a registered Broker-Dealer. In this regard, this communication is strictly
intended for individuals residing in the states of California and Nevada.
No offers may be made or accepted from any resident outside the specific
state(s) referenced. Separately, Taylor & Associates is a CA Registered
Investment Adviser
CFP®,
CERTIFIED FINANCIAL PLANNER and the CFP® flame logo are federally
registered services marks of the CFP board of Standards, Inc. CO.
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